Harvest Portfolios Group Inc.
Harvest Portfolios Group Inc. is a Canadian investment solutions provider headquartered in Oakville, Ontario. Founded in 2009, the firm specializes in equity income and growth-focused exchange-traded funds (ETFs), targeting high-growth industries such as healthcare and technology. The company employs around 35 people and serves investors seeking consistent income and enhanced returns, with a particular focus on retirees.
Investment Strategy
Harvest ETFs employs a covered call strategy across its range of equity income and growth-focused ETFs, concentrating on strong, financially sound businesses. The firm aims to generate high monthly income for investors while pursuing long-term capital growth, primarily through investing in leading companies in sectors like healthcare, technology, and global income. Their strategy caters especially to clients seeking reliable cash flow and capital preservation, notably retirees.
Latest 13F Filing Activity
Harvest Portfolios Group Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 252 equity positions with a total 13F market value of $4B. The fund increased holdings in Microstrategy Inc., Nvidia Corporation, Tesla Inc. among other positions. Harvest Portfolios Group Inc. reduced exposure to Ishares TR 20 YR TR, Unitedhealth Group Inc., Texas Instrs Inc. among others.
Top Holdings
Equity Positions (252)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TLT | ISHARES TR 20 YR TR | 7.19% | $309.1M | 3,502,299 | $93.86 | $88.25 | -$22.2M |
M MSTR | MICROSTRATEGY INC | 6.66% | $286.2M | 708,040 | $363.07 | $404.23 | +$213.8M |
N NVDA | NVIDIA CORPORATION | 4.21% | $180.9M | 1,144,750 | $105.20 | $157.99 | +$77.4M |
I IEF | ISHARES TR | 3.48% | $149.8M | 1,563,900 | $95.15 | $95.77 | +$12.1M |
L LLY | ELI LILLY & CO | 2.93% | $126.2M | 161,867 | $621.12 | $779.53 | +$22.0M |